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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,418 | $124,175-30.4% | $108,405-20.3% | $167,536-48.4% |
| Participation rate | 38.1% | 82.3%-44.2pp | 80.1%-42.0pp | 82.1%-44.0pp |
| Annual return | 8.27% | 1380.13%-1371.9pp | 905.55%-897.3pp | 478.82%-470.6pp |
| Employer contribution / active EE | $239 | $4,188-94.3% | $3,559-93.3% | $4,839-95.1% |
| Participant deferral / active EE | $2,425 | $6,908-64.9% | $6,563-63.0% | $6,342-61.8% |
| Admin fee / account holder | $28,378 | $9,457+200.1% | $7,297+288.9% | $12,315+130.4% |